Connect MyDocSafe and Sigma Computing to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
List Account Types
Create team
Create workbook
List Datasets
List All Connections
Create File
Ready to use MyDocSafe and Sigma Computing automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
List Account Types
Get all account types with their IDs, names, and descriptions.
Create team
Create a new team and optionally add a description, members, a team folder, and set visibility (public or private).
Create workbook
Create a new workbook in a folder and optionally set its owner and description.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Sigma Computing accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Sigma Computing (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Sigma Computing. This includes choosing which data fields go into which fields of Sigma Computing, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Sigma Computing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MyDocSafe and Sigma Computing. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn MoreAbout Sigma Computing
Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
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